How to Set Required Assessment
Posted by
Support Team
on
May 19, 2024
— Updated on
May 18, 2025
Within the platform, you have the ability to require your clients to complete an assessment to access their content.
1. Click “Account”.
Click “Account”.
2. Click “Customize Platform”.
Click “Customize Platform”.
3. Select Assessment.
In Platform Settings tab, under General Settings, scroll down to Custom Content section. Go to “Enter an Assessment or a Sequence that is required for anyone to access their content” field and choose an assessment from the drop down list.
4. Click “Save”.
Scroll down and click the “Save” button.
Now your clients will be required to complete the assessment before they can access their account.
